SEC 13F Intelligence

Newport Trust Company, LLC / GEV

Newport Trust Company, LLC’s Ge Vernova Inc Position

Does Newport Trust Company, LLC own Ge Vernova Inc (GEV)? Yes — 1.61M shares worth $1.4B (+3.44% of its 13F portfolio) as of Q1 2026, down from 1.67M shares the prior filed quarter.

Position Value
$1.4B
Q1 2026
Shares
1.61M
% of Portfolio
+3.44%
Quarters Held
8
currently held

Position History GEV

Reported value by quarter
Q2 ’24: $650MQ2 ’24Q3 ’24: $947MQ3 ’24Q4 ’24: $1.2BQ4 ’24Q1 ’25: $1.1BQ1 ’25Q2 ’25: $906MQ2 ’25Q3 ’25: $1.0BQ3 ’25Q4 ’25: $1.1BQ4 ’25Q1 ’26: $1.4BQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.61M$1.4B+3.44%
Q4 20251.67M$1.1B+2.62%
Q3 20251.69M$1.0B+2.37%
Q2 20251.71M$906M+2.18%
Q1 20253.56M$1.1B+2.79%
Q4 20243.67M$1.2B+2.93%
Q3 20243.71M$947M+2.30%
Q2 20243.79M$650M+1.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Newport Trust Company, LLC’s full portfolio or all institutional holders of GEV.